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Pathstone Family Office’s IBM IBM Stock Holding History

Pathstone Family Office’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-11,192
Closed -$12K – 918
2018
Q4 		$12K Buy
+11,192
New +$1.34M ﹤0.01% 309

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pathstone Family Office's IBM Position: Q3 2023 in Review

Pathstone Family Office increased its IBM (IBM) stake by 114% in Q3 2023, buying an estimated $6.58M and bringing the position to 86,789 shares worth $12.2M. The position accounts for 0.09% of the portfolio, ranked #148.

Pathstone Family Office first reported a position in IBM in Q2 2013 and has held it in 37 quarters since. The position peaked at $14.5M in Q4 2022. 2,460 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

  • Pathstone Family Office held 86,789 shares of IBM worth $12.2M as of Q3 2023.
  • Pathstone Family Office bought 46,216 IBM shares in Q3 2023, an estimated $6.58M.
  • IBM made up 0.09% of Pathstone Family Office's portfolio in Q3 2023, its #148 holding.
  • Pathstone Family Office first reported a position in IBM in Q2 2013 and has held it in 37 quarters since.
  • Pathstone Family Office's IBM position peaked at $14.5M in Q4 2022.
  • 2,460 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.